MFIM
DFS

Mesirow Financial Investment Management’s Discover Financial Services DFS Stock Holding History

Mesirow Financial Investment Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,523
Closed -$2.48M – 557
2025
Q1 		$2.48M Sell
14,523
-684
-4% -$125K 0.05% 179
2024
Q4 		$2.63M Sell
15,207
-29
-0.2% -$4.76K 0.05% 173
2024
Q3 		$2.14M Sell
15,236
-7
-0% -$942 0.04% 193
2024
Q2 		$2M Buy
15,243
+132
+0.9% +$16.5K 0.04% 188
2024
Q1 		$1.98M Buy
15,111
+471
+3% +$54K 0.05% 190
2023
Q4 		$1.65M Buy
+14,640
New +$1.35M 0.06% 174

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mesirow Financial Investment Management's DFS Position: Q2 2025 in Review

Mesirow Financial Investment Management sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 14,523 shares — an estimated $2.48M sold.

Mesirow Financial Investment Management first reported a position in DFS in Q4 2023 and held it in 6 quarters. The position peaked at $2.63M in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Mesirow Financial Investment Management reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 14,523 Discover Financial Services shares in Q2 2025, an estimated $2.48M.
  • Mesirow Financial Investment Management first reported a position in Discover Financial Services in Q4 2023 and held it in 6 quarters.
  • Mesirow Financial Investment Management's Discover Financial Services position peaked at $2.63M in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.